Maryland Capital Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Maryland Capital Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$369K	Buy	+6,714	New	+$353K	0.12%	59
2025 Q4	$313K	Hold	6,714	–	–	0.11%	66
2025 Q3	$300K	Hold	6,714	–	–	0.11%	67
2025 Q2	$284K	Hold	6,714	–	–	0.11%	66
2025 Q1	$277K	Hold	6,714	–	–	0.12%	64
2024 Q4	$275K	Hold	6,714	–	–	0.13%	66
2024 Q3	$280K	Hold	6,714	–	–	0.14%	61
2024 Q2	$264K	Hold	6,714	–	–	0.14%	62
2024 Q1	$275K	Hold	6,714	–	–	0.17%	61
2023 Q4	$250K	Hold	6,714	–	–	0.17%	61
2023 Q3	$228K	Hold	6,714	–	–	0.17%	59
2023 Q2	$232K	Hold	6,714	–	–	0.19%	62
2023 Q1	$225K	Hold	6,714	–	–	0.2%	59
2022 Q4	$225K	Hold	6,714	–	–	0.21%	59
2022 Q3	$199K	Buy	+6,714	New	+$218K	0.21%	54

Other funds holding DFUV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Maryland Capital Advisors's DFUV Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 6,714 shares worth $369K. The stake represents 0.12% of the portfolio and ranks #59 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFUV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFUV in Q3 2022 and has held it in 15 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Maryland Capital Advisors held 6,714 shares of Dimensional US Marketwide Value ETF worth $369K as of Q2 2026.
Dimensional US Marketwide Value ETF was a new Maryland Capital Advisors position in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.12% of Maryland Capital Advisors's portfolio in Q2 2026, its #59 holding.
Maryland Capital Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 15 quarters since.
540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.